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How to Create A Strategic Plan

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How to Create A Strategic Plan

Thursday, November 14, 2024 (1:00 PM - 2:00 PM) (CST)

Description

Ready to Plan for 2025? Every Insurance Agency Needs a Strategic Plan

Join a special 1 Hour webinar with Kelly Donahue-Piro of Agency Performance Partners as she provides you with a framework to create your strategic plan for 2025.

Why Strategic Planning:
• What is a plan?
• Why you may not have one?
• Common Failure Points
• Best Practices
• What To Expect

This webinar will walk you through the APP Strategic Planning Workbook that you can complete at your own pace. Use discount code PIA PLAN to receive 20% off the workbook.
 

CLICK HERE TO REGISTER


Annual Strategic Planning Workbook Includes:

  • Owner & Leader Job Descriptions
  • How to Celebrate Success
  • SWOT Analysis
  • Resource Review & Follow Up
  • 10 Year Vision
  • Identify Roadblocks
  • Values
  • Ideal Client
  • 1 Year Plan
  • Organizational Chart
  • Agency Reporting
  • Process Review
  • Getting Your Team Feedback
  • Goal Setting
  • Big 3 Objectives
  • Team Roll Out

Set your goals, build your plan to hit them, get your team to buy in, and drive accountability until you celebrate when you achieve them.

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Pricing

PIA Members: Free

Non-Members: $15
Thursday, November 14, 2024 (1:00 PM - 2:00 PM) (CST)
Categories
Webinars
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